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Haynie Wealth Management LLC

● SEC registered since 2026CRD 305852SEC# 801-135227Salt Lake City, UT
Export (members)
Reg. AUM
$106.6M
Employees
4
Accounts
578
Location
Salt Lake City, UT

Haynie Wealth Management LLC assets under management

Haynie Wealth Management LLC is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2026. It reports $106.6 million in regulatory assets under management and employs 4 people.

Haynie Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Celina Anderza Ochoa ControlChief Compliance Officer And Financial AdvisorUnder 5%2021
Kent Michael Christensen ControlOwner And Tax AdvisorOver 75%2025
Mitchell James DomanFinancial Advisor5-10%2024

Frequently asked questions

How much does Haynie Wealth Management LLC manage?

Haynie Wealth Management LLC reports $106.6 million in regulatory assets under management on its Form ADV.

How many employees does Haynie Wealth Management LLC have?

Haynie Wealth Management LLC reports 4 employees.

Where is Haynie Wealth Management LLC located?

Haynie Wealth Management LLC is based in Salt Lake City, UT and has been SEC-registered since 2026.

Does Haynie Wealth Management LLC disclose fund performance?

Haynie Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1785 West 2320 South, Salt Lake City, UT 84119
Phone(512) 537-8241
Office hours8:30a.m.-5:30p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$105.4M
Non-discretionary$1.3M
Total (RAUM)$106.6M